Donald Hopp, CPA, ABA & President of Hopp Accounting & Tax Service, P.C. completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a workshop on April 27-28, 2023. The invite-only workshop was attended by members of Ed Slott’s Elite IRA Advisor GroupSM; it provided in-depth technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques. The workshop also featured a 2023 update on the SECURE Act 2.0 with insight on its most impactful provisions, including the delayed RMD age, new early distribution penalty exceptions and several of the Roth IRA provisions such as 529 plan rollovers.

Learn about the significant retirement plan changes of SECURE 2.0.

Read on to discover some creative ideas that may help you save tax dollars if you act before year-end.

A 529 plan can be a highly effective tool for funding tuition and other educational expenses on a tax-advantaged basis—learn how.

Interested in providing for the educational needs of your children, grandchildren and even future generations? Read on to familiarize yourself with the 529 Plan.